CVSCT

C.V. Starr & Co Trust Portfolio holdings

AUM $19.4M
1-Year Est. Return 28.57%
This Quarter Est. Return
1 Year Est. Return
+28.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$1.08M

Top Sells

1
+$1.65M

Sector Composition

1 Energy 55.61%
2 Industrials 16.8%
3 Communication Services 3.48%
4 Financials 3.39%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.65%
30,000
27
$3.35M 1.47%
40,000
28
$2.85M 1.25%
96,726
29
$1.08M 0.47%
+20,000
30
$118K 0.05%
2,800
1
2